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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,708 | $72,492+98.2% | $87,104+65.0% | $72,975+96.9% |
| Participation rate | 93.0% | 72.8%+20.2pp | 76.9%+16.2pp | 69.5%+23.5pp |
| Annual return | 19.90% | 24.46%-4.6pp | 28.19%-8.3pp | 81.01%-61.1pp |
| Employer contribution / active EE | $1,166 | $1,894-38.4% | $2,521-53.8% | $2,440-52.2% |
| Participant deferral / active EE | $7,374 | $3,270+125.5% | $4,048+82.2% | $3,608+104.4% |
| Admin fee / account holder | $11,122 | $5,055+120.0% | $7,491+48.5% | $5,124+117.1% |